Katy Lynn Hane

Current Employers

Employment History

• 08/2016 → 02/2018
  Jp Morgan Securities Llc
  Baton Rouge, LA
• 08/2016 → 02/2018
  Jpmorgan Chase Bank
  Baton Rouge, LA
• 08/2016 → 02/2018
  Jpmorgan Chase Bank, N.A
  Baton Rouge, LA
• 02/2018 → 02/2021
  Avantax Investment Services, Inc.
  Baton Rouge, LA
• 03/2018 → 02/2021
  Avantax Insurance Agency Llc
  Baton Rouge, LA
• 02/2021 → 08/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2021 → 08/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2018 → 02/2021
  Schexnayder Wealth Advisors
  Laplace, LA
• 08/2023 → 04/2025
  Truwealth Advisors, Llc
  Metaire, LA
• 04/2025 → 04/2026
  Truwealth Advisors, Llc
  Metairie, LA
• 04/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2023-08-28 → 2026-04-24
  Truwealth Advisors, Llc
  Metairie, LA
• 2021-02-17 → 2023-08-16
  Cetera Investment Advisers Llc
  La Place, LA
  Laplace, LA
  Laplace, LA
• 2019-01-09 → 2021-02-22
  Avantax Advisory Services
  Laplace, LA

Other Businesses

(1)Indigo Estates HOA; not investment related; PO Box 1522 LaPlace, LA 70069; Neighborhood's HOA; Volunteer, Treasurer; Start 7/14/2025; 5hrs per month devoted to this position; 0 hrs during trading hours; Responsible for invoices, collecting dues, paying expenses; no compensation. ; (2)404 Hood St. LLC; not investment related; 404 Hood St, Donaldsonville, LA 70346; Registered Agent/Member for LLC; Volunteer, member; Start 9/17/2025; 5 hrs per month devoted to this position; 0 hrs during trading hours; LLC set up for rental; no compensation, no financial responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-28

Other Names

• Katy L Hane
• Katy Hane
• Katy Lynn Hane